
Portfolio Investment Specialist
2 days ago
Job Title: Senior Portfolio Manager
Job Description:
- Proficient in investment operations with a minimum of 2 years experience.
- Possess strong analytical skills, both quantitative and qualitative.
- Fluent written and verbal communication essential for success.
- Bonus points for proficiency in BI tools like QuickSight or PowerBI.
Key Responsibilities:
- Deal Analysis, portfolio performance reviews, credit facility monitoring, forecast modeling, cumulative collections analysis, runoff models, specialty finance initiatives.
- Create investment memos and research summaries highlighting key findings.
- Conduct market research to inform investment decisions.
- Summarize qualitative and quantitative aspects of the deal for stakeholders.
- Performance Analysis and Valuation Support including tracking expected vs. actual performance variances.
- Collect and cleanse data from counterparties for analysis.
- Monitor covenants, audit support, and review draw requests for compliance.
- Track Credit Facility positions on Cascade Debt and excel BBC models.
- Request information from counterparties such as company financials.
Requirements:
- English fluency.
- Excellent written and verbal communication skills.
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